Your investments

Investment management and advisory services

Whether you would like to have your investments managed or would rather make your own investment decisions with the support of an investment adviser, our experts can make sure your money is working as hard as possible for you.

US-connected investors

Why choose Tilney?

We preserve and grow your wealth

Our clients are not necessarily averse to taking risks with their money, but they are sensitive to losses. We create portfolios that should benefit from rising markets while limiting losses when markets fall.

A good track record

A 2017 Financial Times survey named us the UK’s top-performing private client wealth manager for average balanced portfolios.

As much involvement as you would like

You can be as involved as you would like with your investments. You can hand over full responsibility for your portfolio to our experts, or you can make your own decisions with support from an investment adviser.

Experience and expertise

Our investment managers and advisers are amongst the most experienced and highly qualified in the UK, with many holding Chartered status.

Our investment philosophy

Our investment management and advisory services are both underpinned by the same investment philosophy and process. These form the backbone of all our investment decisions, from fine-tuning our asset models to selecting individual investment funds.

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The value of your investment can go down as well as up, and you can get back less than you originally invested.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Tilney Group, upon request and on a fee basis. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. Please note we do not provide tax advice.